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Brent Rhoads

26 Years of Experience
Holland, MI
Sells Insurance

Brent Rhoads is a registered investment advisor at West Michigan Advisors, based in Holland, MI, with 26 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,378 clients with $780M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,378 clients
Average Client Portfolio
$567K average
Assets Under Management
$781.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Tamarisk Financial's investment management fees range from 0.25% to 2.50% of your portfolio's value annually, depending on the services offered, complexity, amount invested, and overall relationship. Fees are paid quarterly in advance, based on the portfolio value at the end of the previous quarter. Fees may be negotiable.

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Location

301 Hoover Blvd., Suite 300, Holland, MI, 49423

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brent works as a Risk Management Specialist selling various insurance products, including life, annuity, long-term care, and medical insurance, since May 2025. He dedicates nearly full-time hours to this activity, primarily during market hours, offering insurance solutions to clients of Tamarisk Financial.

Employment History
Current Registrations
West Michigan Advisors
May 2025 - Present · 11 mos
Previous Registrations
Regulus Financial Group, LLCBroker
January 2014 - January 2024 · 10 yrs
Regal Investment Advisors LLC
March 2012 - January 2024 · 11 yrs 10 mos
American Portfolios Financial Services, INC.Broker
July 2011 - January 2014 · 2 yrs 6 mos
Invest Financial CorporationBroker
December 2008 - May 2011 · 2 yrs 5 mos
Royal Alliance Associates, INC.Broker
January 2006 - December 2008 · 2 yrs 11 mos
American General Securities IncorporatedBroker
October 2002 - December 2005 · 3 yrs 2 mos
Franklin Financial Services CorporationBroker
April 1998 - October 2002 · 4 yrs 6 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.